Jeremy Walter, CFP®, CKA® Fident Financial, LLC

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About Jeremy Walter, CFP®, CKA®,

Hi there – I’m Jeremy Walter, founder of Fident Financial, LLC, a fee-only registered investment advisor located in the heart of beautiful Lancaster County, Pennsylvania.

I started up Fident Financial after working for another local advisory firm for just over a decade – largely because of how much I believe in two things: aligning your values with your money, and utilizing a fee-only approach to managing wealth. Every client I’ve encountered has a slightly different set of goals they want to achieve with their finances, and so every client needs a unique plan to figure out the best path to manage their wealth to achieve them – using their stated values as guide rails along the way.

In addition to the Certified Financial Planner Certification, I’m also a Certified Kingdom Advisor – a designation put forth by Kingdom Advisors, a non-profit organization that helps advisors like me have better conversations and create more lasting strategies in helping clients like you. I’m also a Dave Ramsey SmartVestor Pro in Lancaster’s geographic area.

Enough about me – I also have a beautiful wife of 10 years, three kids, and two dogs at home. I typically work with clients aged 20-60 who are spread across the wealth spectrum and are looking for an advisor that does more than talk more about the latest economic forecasts or update their latest balance sheet. Clients who I work best with want to talk about all financial areas of their lives – not just investments – and furthermore, how their “non-financial” areas are impacted by their finances.

I’d love to hear more about you – so feel free to each out and schedule a free consultation with me so we can discuss how I can possibly play a role in helping you align your wealth with your values.

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Ideal Clients

  • Entrepreneurs
  • Faith-Oriented Families
  • Generation X
  • Socially Responsible Investing (SRI)

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • $1200/year
  • AUM: Starts at 1.0%

SEC Records

States Registered

  • Pennsylvania

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